Commonwealth Financial Services’s Phillips 66 PSX Stock Holding History

Commonwealth Financial Services’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Sell	1,627 -29	-2%	-$4.99K	0.04%	227
2026 Q1	$302K	Buy	1,656 +103	+7%	+$16.1K	0.05%	177
2025 Q4	$200K	Sell	1,553 -386	-20%	-$52K	0.03%	224
2025 Q3	$264K	Sell	1,939 -151	-7%	-$19.3K	0.05%	182
2025 Q2	$249K	Buy	2,090 +111	+6%	+$12.4K	0.05%	179
2025 Q1	$244K	Buy	1,979 +112	+6%	+$13.8K	0.05%	170
2024 Q4	$213K	Buy	+1,867	New	+$238K	0.04%	181
2017 Q1	$19K	Hold	241	–	–	0.02%	154
2016 Q4	$20K	Buy	241 +75	+45%	+$6.24K	0.02%	135
2016 Q3	$13K	Hold	166	–	–	0.01%	152
2016 Q2	$13K	Hold	166	–	–	0.02%	159
2016 Q1	$14K	Hold	166	–	–	0.02%	140
2015 Q4	$14K	Hold	166	–	–	0.05%	134
2015 Q3	$13K	Hold	166	–	–	0.02%	143
2015 Q2	$13K	Hold	166	–	–	0.01%	157
2015 Q1	$13K	Hold	166	–	–	0.01%	163
2014 Q4	$12K	Buy	+166	New	+$12.2K	0.01%	162

Other funds holding PSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Financial Services's PSX Position: Q2 2026 in Review

Commonwealth Financial Services reduced its Phillips 66 (PSX) stake by 1.8% in Q2 2026, selling an estimated $4.99K and leaving 1,627 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #227.

Commonwealth Financial Services first reported a position in PSX in Q4 2014 and has held it in 17 quarters since. The position peaked at $302K in Q1 2026. 2,098 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Commonwealth Financial Services held 1,627 shares of Phillips 66 worth $275K as of Q2 2026.
Commonwealth Financial Services sold 29 Phillips 66 shares in Q2 2026, an estimated $4.99K.
Phillips 66 made up 0.04% of Commonwealth Financial Services's portfolio in Q2 2026, its #227 holding.
Commonwealth Financial Services first reported a position in Phillips 66 in Q4 2014 and has held it in 17 quarters since.
Commonwealth Financial Services's Phillips 66 position peaked at $302K in Q1 2026.
2,098 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.